Custom Field Assignment
Overview
Many organizations have their organization-specific use cases with their financial data on Leapfin for Journal Entry creation or reporting.
One common use case is:
- Adding a product tag based on id, name, description. Usually these are used for rule configurations based on these parameters, or to generate a search results based on these parameters
Custom field assignments typically are configured by Solution Architects to handle customer-specific requirements using fields from data sources.
Configuration
Required parameters
Fields | Description |
---|---|
recordType | User must specify a single Leapfin data type on which the custom fields is used |
List[field] | a list of new data fields to be added to the selected record |
field.namespace | The namespace path to the field configured by the user (e.g. "customField.productName") |
field.value | The intended value of the new field. It can be either a text, numeric, or date value |
Optional parameters
Fields | Description |
---|---|
filterString | a string to filter on objectType (default is null, i.e. no filter) |
Walkthrough
Product tagging
Currently, Netflix has two types of subscriptions, Monthly and Annual. Netflix uses Stripe to process payments. On the stripe-payment object, there's a description
field that has "monthly subscription plan" or "annual subscription plan".
Using the Custom Field Assignment feature, the user can create a custom field called customField.subscription
that shows up on the desired Leapfin records as either "annual"
or "monthly"
and create or update journal entries.
- filter:
- leapfinDataType = "leapfinLineItem"
- and leapfinLineItem.description contains "monthly subscription plan"
List[newField]
:newField.name
="customFields.subscription"
newField.value
="monthly"
Arbitrary use case
Currently, Netflix uses Stripe use to process payments. Stripe charges $1.45 to process Netflix's $30 monthly plan. Netflix's FP&A team wants to identify all stripe fees incurred from Stripe that are above $1.45 and label them as "Stripe Fee" and declare them as "Large" fees.
- filter:
- leapfinDataType = "leapfinFee"
- and leapfinFee.amount > 1.45
List[newField]
:- field 1:
newField.name
= "description" (update existing field)newField.value
= "Stripe Fee"
- field 2:
newField.name
= "customFields.feeSize" (create new field)newField.value
= "Large"
- field 1:
Updated 10 months ago